CPT-11460 Insurance Lead Follow-Up & Appointment Setting Virtual Assistant

APPLICATION INSTRUCTIONS: If you’ve already completed the 20four7VA Recruiting Process—including the Final Interview—or have previously been contracted by a 20four7VA Client, please make sure to apply via the 20four7VA Team Portal for faster processing. Use any valid email address to log in. If you’ve just logged in to the Team Portal, please proceed to review the Independent Contractor Opportunity outlined below. 💡 Quick Tip: Upload your resume first—this will automatically populate most of the fields in the application form. Let the magic happen! If you're interested in this opportunity, click APPLY TO POSITION to proceed. \*\*\****************************************************************** Title: Independent Contractor – CPT-11460 Insurance Lead Follow-Up & Appointment Setting Virtual Assistant/Business Support VA/Entry-Junior Level (Remote). Overview 20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia. A growing Florida-based insurance agency is seeking a part-time Virtual Assistant to conduct lead outreach, follow up with prospective clients, and schedule appointments for the agency. The business is currently being built from the ground up and offers life insurance, health insurance, annuities, and related financial products. The immediate need is a dedicated VA who can consistently work existing leads through phone calls, email, and text messaging while the owner focuses on building and growing the agency. This is a lead follow-up and appointment-setting position, not an insurance sales or closing role. The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor. Scope of Services Contractors will be required to provide services that align with the following client tasks: Lead Outreach & Follow-Up Call client-provided leads using approved scripts Follow up consistently with prospects Send SMS and email follow-ups as appropriate Respond to basic prospect questions using approved information Maintain professional and conversational communication Continue follow-up according to the client's established cadence Appointment Setting & Lead Tracking Identify interested prospects and schedule appointments with the client Maintain accurate prospect information and outreach notes Track calls, emails, texts, and follow-up requirements Maintain lead information within spreadsheets until a CRM is implemented Update lead statuses and ensure interested prospects receive timely follow-up Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing. Skills The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements: Previous outbound calling, appointment setting, lead generation, or customer service experience required Experience communicating with U.S.-based prospects strongly preferred Strong spoken and written English required Comfortable with phone, SMS, and email outreach Spreadsheet and lead-tracking experience required Insurance, financial services, mortgage, or similar experience is a plus but not required CRM experience is a plus as the agency expects to implement one IDEAL CANDIDATE PROFILE Confident and personable on the phone Native or near-native English speaking accent Comfortable conducting recurring outbound calls Strong appointment-setting and follow-up ability Organized and dependable Able to follow scripts while maintaining a natural conversation Comfortable joining a newer business and growing with the agency Motivated by consistent outreach and activity APPLICATION SOFTWARE KNOWLEDGEABLE / REQUIRED Microsoft Excel / Google Sheets Gmail / Email Platforms Google Voice or Similar Dialer – To Be Implemented CRM Platforms – Future Calendar / Appointment Scheduling Platforms Work Schedule Contracted Hours per Week: 20 Hours Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing) Daily Working Time: 10:00 AM – 2:00 PM EST Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW. Terms of Engagement Contractors will operate under a Master Services Agreement and a Statement of Work This is not an offer of employment; contractors are not employees of 20four7VA or any client All compensation is processed through 20four7VA according to the terms of the engagement Role Summary